Chips
Tesla's ambitious long-term plans for chip development are not getting the attention they deserve, according to a post by Tesla watcher Sawyer Merritt. He highlighted recent job postings as evidence of the company's strategic focus in this area. The observation was shared on X on December 19, 2025.
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Google is reportedly negotiating sales of its tensor processing units to rivals like Meta and Anthropic, potentially disrupting Nvidia's lead in AI hardware. These custom chips, designed specifically for AI tasks, offer efficiency gains that could save companies millions. As demand for AI computing surges, this shift highlights growing diversification in the sector.